Filed: 2/14/2025ACC: 0001104659-25-013863
📋 What this filing means
SOFINNOVA INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$1.37B
Total AUM (reported)
52.98M
Total Shares
Allocation by class
COM$1.08B78.9%
CL A$138.40M10.1%
SHS USD$62.09M4.5%
SPONSORED ADR$42.68M3.1%
SHS$28.16M2.1%
COM PAR $.01$17.69M1.3%
SPONSORED ADS$566.6K0.0%
Portfolio Concentration
Top 3$435.08M31.7%
4–10$357.80M26.1%
11–25$398.82M29.1%
Rest$181.16M13.2%
Top 3 weight
31.7%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 52.98M
Sole
Full voting authority
52.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
Natera Inc
SOLEShares1.55M
TypeSH
Market value$245.41M
17.88%
Sole
1.55M
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares2.79M
TypeSH
Market value$118.16M
8.61%
Sole
2.79M
Shared
0.00
None
0.00
Gilead Sciences Inc
SOLEShares774.23K
TypeSH
Market value$71.52M
5.21%
Sole
774.23K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares359.39K
TypeSH
Market value$63.86M
4.65%
Sole
359.39K
Shared
0.00
None
0.00
Jazz Pharmaceuticals PLC
SOLEShares504.19K
TypeSH
Market value$62.09M
4.52%
Sole
504.19K
Shared
0.00
None
0.00
Sarepta Therapeutics Inc
SOLEShares428.77K
TypeSH
Market value$52.13M
3.80%
Sole
428.77K
Shared
0.00
None
0.00
Axsome Therapeutics Inc
SOLEShares591.73K
TypeSH
Market value$50.07M
3.65%
Sole
591.73K
Shared
0.00
None
0.00
Arrivent BioPharma Inc
SOLEShares1.70M
TypeSH
Market value$45.20M
3.29%
Sole
1.70M
Shared
0.00
None
0.00
AstraZeneca PLC
SOLEShares651.34K
TypeSH
Market value$42.68M
3.11%
Sole
651.34K
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares116K
TypeSH
Market value$41.77M
3.04%
Sole
116K
Shared
0.00
None
0.00
Replimune Group Inc
SOLEShares3.15M
TypeSH
Market value$38.14M
2.78%
Sole
3.15M
Shared
0.00
None
0.00
Incyte Corp
SOLEShares524.27K
TypeSH
Market value$36.21M
2.64%
Sole
524.27K
Shared
0.00
None
0.00
Rapport Therapeutics Inc
SOLEShares2M
TypeSH
Market value$35.40M
2.58%
Sole
2M
Shared
0.00
None
0.00
Soleno Therapeutics Inc
SOLEShares757.25K
TypeSH
Market value$34.04M
2.48%
Sole
757.25K
Shared
0.00
None
0.00
Boston Scientific Corp
SOLEShares346.57K
TypeSH
Market value$30.96M
2.25%
Sole
346.57K
Shared
0.00
None
0.00
IDEAYA Biosciences Inc
SOLEShares1.07M
TypeSH
Market value$27.48M
2.00%
Sole
1.07M
Shared
0.00
None
0.00
Alnylam Pharmaceuticals Inc
SOLEShares110.16K
TypeSH
Market value$25.92M
1.89%
Sole
110.16K
Shared
0.00
None
0.00
Alkermes Plc
SOLEShares894.27K
TypeSH
Market value$25.72M
1.87%
Sole
894.27K
Shared
0.00
None
0.00
Dyne Therapeutics Inc
SOLEShares1.07M
TypeSH
Market value$25.24M
1.84%
Sole
1.07M
Shared
0.00
None
0.00
Dexcom Inc
SOLEShares290.21K
TypeSH
Market value$22.57M
1.64%
Sole
290.21K
Shared
0.00
None
0.00
Rhythm Pharmaceuticals Inc
SOLEShares397.43K
TypeSH
Market value$22.25M
1.62%
Sole
397.43K
Shared
0.00
None
0.00
Globus Med Inc
SOLEShares244.70K
TypeSH
Market value$20.24M
1.47%
Sole
244.70K
Shared
0.00
None
0.00
Intuitive Surgical Inc
SOLEShares37.90K
TypeSH
Market value$19.78M
1.44%
Sole
37.90K
Shared
0.00
None
0.00
Insmed Inc
SOLEShares256.28K
TypeSH
Market value$17.69M
1.29%
Sole
256.28K
Shared
0.00
None
0.00
Y-mAbs Therapeutics Inc
SOLEShares2.19M
TypeSH
Market value$17.18M
1.25%
Sole
2.19M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Natera IncSOLE | COM | 1.55M | SH | $245.41M 17.88% | 1.55M | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 2.79M | SH | $118.16M 8.61% | 2.79M | 0.00 | 0.00 |
Gilead Sciences IncSOLE | COM | 774.23K | SH | $71.52M 5.21% | 774.23K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 359.39K | SH | $63.86M 4.65% | 359.39K | 0.00 | 0.00 |
Jazz Pharmaceuticals PLCSOLE | SHS USD | 504.19K | SH | $62.09M 4.52% | 504.19K | 0.00 | 0.00 |
Sarepta Therapeutics IncSOLE | COM | 428.77K | SH | $52.13M 3.80% | 428.77K | 0.00 | 0.00 |
Axsome Therapeutics IncSOLE | COM | 591.73K | SH | $50.07M 3.65% | 591.73K | 0.00 | 0.00 |
Arrivent BioPharma IncSOLE | COM | 1.70M | SH | $45.20M 3.29% | 1.70M | 0.00 | 0.00 |
AstraZeneca PLCSOLE | SPONSORED ADR | 651.34K | SH | $42.68M 3.11% | 651.34K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 116K | SH | $41.77M 3.04% | 116K | 0.00 | 0.00 |
Replimune Group IncSOLE | COM | 3.15M | SH | $38.14M 2.78% | 3.15M | 0.00 | 0.00 |
Incyte CorpSOLE | COM | 524.27K | SH | $36.21M 2.64% | 524.27K | 0.00 | 0.00 |
Rapport Therapeutics IncSOLE | COM | 2M | SH | $35.40M 2.58% | 2M | 0.00 | 0.00 |
Soleno Therapeutics IncSOLE | COM | 757.25K | SH | $34.04M 2.48% | 757.25K | 0.00 | 0.00 |
Boston Scientific CorpSOLE | COM | 346.57K | SH | $30.96M 2.25% | 346.57K | 0.00 | 0.00 |
IDEAYA Biosciences IncSOLE | COM | 1.07M | SH | $27.48M 2.00% | 1.07M | 0.00 | 0.00 |
Alnylam Pharmaceuticals IncSOLE | COM | 110.16K | SH | $25.92M 1.89% | 110.16K | 0.00 | 0.00 |
Alkermes PlcSOLE | SHS | 894.27K | SH | $25.72M 1.87% | 894.27K | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 1.07M | SH | $25.24M 1.84% | 1.07M | 0.00 | 0.00 |
Dexcom IncSOLE | COM | 290.21K | SH | $22.57M 1.64% | 290.21K | 0.00 | 0.00 |
Rhythm Pharmaceuticals IncSOLE | COM | 397.43K | SH | $22.25M 1.62% | 397.43K | 0.00 | 0.00 |
Globus Med IncSOLE | CL A | 244.70K | SH | $20.24M 1.47% | 244.70K | 0.00 | 0.00 |
Intuitive Surgical IncSOLE | COM | 37.90K | SH | $19.78M 1.44% | 37.90K | 0.00 | 0.00 |
Insmed IncSOLE | COM PAR $.01 | 256.28K | SH | $17.69M 1.29% | 256.28K | 0.00 | 0.00 |
Y-mAbs Therapeutics IncSOLE | COM | 2.19M | SH | $17.18M 1.25% | 2.19M | 0.00 | 0.00 |
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